TCBWMS
DFAI

Texas Capital Bank Wealth Management Services’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-35,569
Closed -$1.13M – 176
2024
Q3 		$1.13M Hold
35,569
– – 0.11% 69
2024
Q2 		$1.06M Hold
35,569
– – 0.11% 76
2024
Q1 		$1.07M Buy
35,569
+15,847
+80% +$459K 0.12% 76
2023
Q4 		$565K Buy
19,722
+1,191
+6% +$31.8K 0.07% 106
2023
Q3 		$484K Buy
18,531
+2,157
+13% +$58.6K 0.06% 125
2023
Q2 		$447K Sell
16,374
-13,176
-45% -$361K 0.05% 130
2023
Q1 		$796K Buy
29,550
+4,725
+19% +$126K 0.09% 98
2022
Q4 		$622K Buy
+24,825
New +$596K 0.08% 103

Other funds holding DFAI

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's DFAI Position: Q4 2024 in Review

Texas Capital Bank Wealth Management Services sold out of Dimensional International Core Equity Market ETF (DFAI) in Q4 2024, closing a stake of 35,569 shares — an estimated $1.13M sold.

Texas Capital Bank Wealth Management Services first reported a position in DFAI in Q4 2022 and held it in 8 quarters. The position peaked at $1.13M in Q3 2024. 579 funds tracked by Wall St. Rank hold DFAI as of Q4 2024.

  • Texas Capital Bank Wealth Management Services reported no remaining Dimensional International Core Equity Market ETF position as of Q4 2024 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 35,569 Dimensional International Core Equity Market ETF shares in Q4 2024, an estimated $1.13M.
  • Texas Capital Bank Wealth Management Services first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and held it in 8 quarters.
  • Texas Capital Bank Wealth Management Services's Dimensional International Core Equity Market ETF position peaked at $1.13M in Q3 2024.
  • 579 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q4 2024.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q4 2024, filed 13 Feb 2025.